Oppenheimer Holdings Stock Fundamentals
| OPY Stock | USD 60.05 0.80 1.31% |
Oppenheimer Holdings fundamentals help investors to digest information that contributes to Oppenheimer Holdings' financial success or failures. It also enables traders to predict the movement of Oppenheimer Stock. The fundamental analysis module provides a way to measure Oppenheimer Holdings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oppenheimer Holdings stock.
At this time, Oppenheimer Holdings' Net Income From Continuing Ops is fairly stable compared to the past year. Tax Provision is likely to rise to about 20.4 M in 2024, whereas Operating Income is likely to drop slightly above 67.1 M in 2024. Oppenheimer | Select Account or Indicator |
Oppenheimer Holdings Company Return On Equity Analysis
Oppenheimer Holdings' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Oppenheimer Holdings Return On Equity | 0.0878 |
Most of Oppenheimer Holdings' fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Oppenheimer Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Oppenheimer Holdings has a Return On Equity of 0.0878. This is 93.94% lower than that of the Capital Markets sector and 98.89% lower than that of the Financials industry. The return on equity for all United States stocks is 128.32% lower than that of the firm.
Oppenheimer Holdings Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Holdings's current stock value. Our valuation model uses many indicators to compare Oppenheimer Holdings value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Holdings competition to find correlations between indicators driving Oppenheimer Holdings's intrinsic value. More Info.Oppenheimer Holdings is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.26 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Oppenheimer Holdings is roughly 3.87 . At this time, Oppenheimer Holdings' Return On Equity is fairly stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Holdings' earnings, one of the primary drivers of an investment's value.Oppenheimer Holdings' Earnings Breakdown by Geography
Oppenheimer Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Holdings' direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Oppenheimer Holdings could also be used in its relative valuation, which is a method of valuing Oppenheimer Holdings by comparing valuation metrics of similar companies.Oppenheimer Holdings is currently under evaluation in return on equity category among its peers.
Oppenheimer Holdings Current Valuation Drivers
We derive many important indicators used in calculating different scores of Oppenheimer Holdings from analyzing Oppenheimer Holdings' financial statements. These drivers represent accounts that assess Oppenheimer Holdings' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Oppenheimer Holdings' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 354.6M | 397.4M | 586.2M | 493.8M | 443.6M | 225.7M | |
| Enterprise Value | 934.3M | 1.4B | 1.3B | 1.2B | 1.0B | 510.1M |
Oppenheimer Holdings ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Oppenheimer Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Oppenheimer Holdings' managers, analysts, and investors.Environmental | Governance | Social |
Oppenheimer Fundamentals
| Return On Equity | 0.0878 | ||||
| Return On Asset | 0.0227 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 1.38 B | ||||
| Shares Outstanding | 10.23 M | ||||
| Shares Owned By Insiders | 42.90 % | ||||
| Shares Owned By Institutions | 36.79 % | ||||
| Number Of Shares Shorted | 88.78 K | ||||
| Price To Earning | 7.57 X | ||||
| Price To Book | 0.75 X | ||||
| Price To Sales | 0.49 X | ||||
| Revenue | 1.25 B | ||||
| Gross Profit | 976.08 M | ||||
| EBITDA | 152.57 M | ||||
| Net Income | 30.18 M | ||||
| Cash And Equivalents | 112.43 M | ||||
| Cash Per Share | 70.36 X | ||||
| Total Debt | 593.57 M | ||||
| Debt To Equity | 0.72 % | ||||
| Current Ratio | 1.47 X | ||||
| Book Value Per Share | 81.10 X | ||||
| Cash Flow From Operations | (18.81 M) | ||||
| Short Ratio | 3.21 X | ||||
| Earnings Per Share | 6.42 X | ||||
| Price To Earnings To Growth | 12.00 X | ||||
| Target Price | 37.0 | ||||
| Number Of Employees | 2.95 K | ||||
| Beta | 1.12 | ||||
| Market Capitalization | 628.67 M | ||||
| Total Asset | 2.92 B | ||||
| Retained Earnings | 756.47 M | ||||
| Working Capital | 1.68 B | ||||
| Current Asset | 1.61 B | ||||
| Current Liabilities | 1.29 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.59 % | ||||
| Net Asset | 2.92 B | ||||
| Last Dividend Paid | 0.66 |
About Oppenheimer Holdings Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | -349.7 M | -332.2 M | |
| Total Revenue | 1.2 B | 803 M | |
| Cost Of Revenue | 807.3 M | 488.1 M | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.13 | 0.12 | |
| Capex To Revenue | 0.01 | 0.02 | |
| Revenue Per Share | 116.32 | 122.14 | |
| Ebit Per Revenue | 0.03 | 0.03 |
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When running Oppenheimer Holdings' price analysis, check to measure Oppenheimer Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Holdings is operating at the current time. Most of Oppenheimer Holdings' value examination focuses on studying past and present price action to predict the probability of Oppenheimer Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Holdings' price. Additionally, you may evaluate how the addition of Oppenheimer Holdings to your portfolios can decrease your overall portfolio volatility.